Beaird Harris Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Buy |
55
+10
| +22% | +$2.16K | ﹤0.01% | 370 |
|
|
2025
Q1 | $8.98K | Buy |
+45
| New | +$8.98K | ﹤0.01% | 352 |
|
|
2024
Q2 | – | Sell |
-48
| Closed | -$10.1K | – | 764 |
|
|
2024
Q1 | $10.1K | Buy |
+48
| New | +$10.1K | ﹤0.01% | 328 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$190 | – | 472 |
|
|
2023
Q2 | $190 | Hold |
1
| – | – | ﹤0.01% | 438 |
|
|
2023
Q1 | $181 | Hold |
1
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $175 | Sell |
1
-4,449
| -100% | -$779K | ﹤0.01% | 718 |
|
|
2022
Q3 | $734K | Hold |
4,450
| – | – | 0.16% | 44 |
|
|
2022
Q2 | $754K | Sell |
4,450
-60
| -1% | -$10.2K | 0.21% | 38 |
|
|
2022
Q1 | $926K | Hold |
4,510
| – | – | 0.33% | 33 |
|
|
2021
Q4 | $1M | Buy |
+4,510
| New | +$1M | 0.37% | 38 |
|